Dear Clients, Colleagues and Friends,
With the upcoming October 15th deadline, the 2019 tax filing season is drawing to a close. As this deadline passes, most think there is no need to worry about taxes again until next year, but the truth is there may be some simple steps you could take this year to potentially improve your tax situation next year. Tax planning can help businesses and individuals alike reduce their tax bills and meet their financial goals.
We would like to encourage you to consider tax planning prior to the end of the year. For example, a few simple, but important, tax planning items to review are:
Other items to contemplate are retirement and estate planning, providing for college educations, and reviewing deductions. Remember, Shilts CPA is here to advise and support you. In order to take full advantage of the benefits tax planning can have your return, contact our office to schedule your appointment today.
Josh Shilts, CPA/ABV/CFF/CGMA, CFE
Some of the articles and content we want to make you aware of are
The following are events Mr. Shilts will be speaking at. If you have questions or are interested in attending refer to the links below or contact us by clicking here.
- October 14, 2020 – The Insolvency 2020 Virtual Summit is current happening and we’re thrilled to have our own Josh Shilts speaking at this powerhouse event. Mr. Shilts will be speaking on Wednesday, October 14th from 5:00 pm – 6:15pm EDT as part of the panel “AICPA: Solvency, Considerations for Financial Advisors” Register now to join the experience and walk away with a wider network of leading industry professionals, applicable best practices, and expert insights and strategies around our global economy. Click here to register today!
- October 28, 2020 – We are pleased to announce that Josh Shilts will be speaking in an upcoming Strafford live webinar, “Divorce and Income Tax Problems: Strategies for Resolving IRS Disputes and Liabilities in Divorce Proceedings” scheduled for Wednesday, October 28, 1:00pm-2:30pm EDT. Because of your affiliation with our firm, you are eligible to attend this program at half off. For more information or to register click here or call ask for Divorce and Income Tax Problems: Resolving IRS Disputes on 10/28/2020 and mention code: ZDFCA.
Tax Due Dates
Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.